wMobile User Group: Using Dashboards in Phone and Desktop

On June 29th, we had our wMobile Online User Group Meeting focused on the topic: Using Dashboards in Phone and Desktop. Our next meeting will be on August 31st, which will highlight the topic “Managing Opportunities/Projects in wMobile Desktop.”

A huge thank you to everyone who attended and participated! Below is the video recording, general notes, Speaker Deck presentation as well as the questions & answers.

Still have questions about wMobile? Feel free to reach out to our team here, and we’ll be happy to answer!

Agenda

Review of Existing Resources

Features and fixes in wMobile

Focus Topic: Creating and Using Merge templates

Roadmap

Open Q&A

Existing wMobile Resources

Check out the W-Systems website with a brand new branding revamp and new content (in particular the wMobile Product Page) to access the following:

wMobile Webinar Notes (Q&A)

Q: Can wMobile integrate to the iPad calendar?

A: The main purpose of wMobile is to provide live access to GoldMine data. Anything added in wMobile is written directly to the network GoldMine SQL database. Likewise, anything added to the network GoldMine will be seen in wMobile, because it’s accessing the live database. wMobile is not a synchronization method. However, it is possible to synchronize individual contacts and calendar events to the local address book and calendar using wMobile Phone. (This is also something that might be restricted in the wMobile Manager Console. )

If not restricted, the user will see an option to ‘Add to Local Calendar’ as highlighted below.

At the bottom of a contact record, there would be an ‘Add to Local Address Book’ option.

There are two methods of downloading contacts or activities (Download or Email) which are set in the wMobile Phone User Preferences.

The method will depend on the device.

iPhones – Email

Android Phones - Download (either)

Windows Phones – Download

BlackBerry – not tested (but should work with Email)

If an administrator needs to restrict either of these options, that can be done in the wMobile Manager Console in the System Settings. If set to ‘True’ the options will be shown. If set to ‘False’ the user will not see them.

The administrator would click Save to preserve any changes and would need to restart services as prompted for the changes to take effect.

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